George Frangeskides, Chairman at ALBA, explains why the Pilbara Lithium option ‘was too good to miss’. Watch the video here.
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So, negative German growth for the first half of fiscal 2025 with a bit of mitigation thrown in but "decent" growth in 2026.
This big old tanker ain't turning anytime soon it would appear but I guess if the SP is suppressed the billions of buy backs will be greater. Have a great weekend everyone.
KevRow
The Analyst Call is worth reading in full.....
https://seekingalpha.com/article/4667556-vodafone-group-public-limited-company-vod-q3-2024-trading-update-call-transcript
The director buys are definitely a good thing but it doesn't sound like they expect a quick return on their investment:
https://www.digitaltveurope.com/2024/02/05/vodafone-sees-return-to-negative-growth-in-germany-from-mdu-tv-rule-change/#close-modal
"Mucic said that the impact, “regardless of where we end up in the range, will still be quite sizable”, with the expectation that growth in Q4 in Germany will be “roughly flat” and that there will be “a return to negative growth” in the first half of fiscal 2025. However, he said he expected this to mitigated by growth in business revenue and the impact in the second half of the year of a roaming agreement with service provider 1+1.
He said he expected a return to “very decent growth” in fiscal 2026."
It's possible things have changed since the above article, so perhaps 2025 is looking better than expected.
Yes I'm consolidating.. just don't want to get too greedy if this starts to move, I was stung doing the same on easyjet at 280s. But I think this will play for a bit yet .
I've just bought back in recently having sold everything a while back due to an overwhelming feeling of exasperation. I was impressed with the CFO's hefty purchase followed by the Chair sometime later so I thought, " they must be confident." I would like to see Margherita buy more, however, just to hammer home the point I suspect Luka Mucic is trying to make i.e. VOD has a bright future. I'm hoping for better luck here second time round! Mind you so far it's been more of the same! I guess the potential postponement of interest rate cuts isn't helping!
Daniel, not an option trade, just a trade. I’ve dipped in and out a few times and have actually been turning a nice little bit of profit. All I need is for Vod to stay stuck in this reasonably predictable range and il be able to continue my little scheme. Have a very good weekend.
Doom & gloom, The end of the world is nigh. Cheer up you sad lot. It beats moaning & groaning. The 1st rule of investing is, If you can't afford to lose, don't invest. Just stop bloody moaning, sell up, & go away please. Vodamoaners. Good moaning!! ALO. ALO. & Good bye!
This forum is surreal, with all the gloom and a minstrel called GutterSnipe, it could be good story for a movie 😄
Davef24, maybe you should try trading it, buy low and sell high, oh hang on, it only goes low it doesn't go high, forget that idea, just wait until may results, and if that doesn't work, sorry but we are all f*cked
Knot a verey goode daye agane sadley.
Thees shares ar reely hopless ain't theye.
I is lookin abowt for sommefin too bye butt I ain't too Keane on bying thees y yet
I is hopping Desperate Dan don't cal me a morron juste for sharring mye opinyun hear todaye.
He be a verey prickley an dificcult man and failed booke maker.
Dav
''The last 6 trading days this share has gone down''
so what - Nothing to see here until 14th MAY
Btw anybody knows if they started cutting those 11k or so jobs? that was the plan if I recall
If by "FTSE dividend stalwart" you mean one where where investors lose half their capital, then yes I suppose it is.
Looks like it's going to test 60p. Could be a good time to start adding a 10% dividend FTSE stalwart.
The last 6 trading days this share has gone down. This has to be the worse ftse share ever.
Good results in May is very important, So could be very interesting. A turning point I hope. My next hope is picking the winner of the grand national, my favourite horse race.
Rob.. Sorry mate, I have just seen that I after LTI. It needed a , or . But cheers mate, my mistake, I thought you were talking to me.
Dan, lower inflation and interest rates plus good May results and 80s here we come, i hope, we will have to be patient, It's just not happening right now that's all
cheers
Rob Thanks for your sensible advice, but some might say that the time to sell is not when the sp is falling, but to buy before the bounce back. Who knows. But yes we need 70 + Not sure what you meant by LTI was about to answer you, but kev beat me to it? L.T.I. lives in fantasy world where vod will just keep rising. What ever he is on, I wan't some, but we all know that may not happen, but I am sticking with vod because you never know, he may be right? Or 1/2 right will do for me. But seriously, I think you should buy premium bonds, you lightweight!! Always listen to your wife? But then do the opposite? Joking of course.
LTI I was about to answer you, but kev beat me to it, hopefully we will stop losing more capital than we get in dividends, but currently we are struggling to get past 70p, with dividends being cut next year, we need the sp to rise to make up the difference
KevRow. You say sadly the sp will just drop by the divi amount. There is nothing sad about it, it is how if works, otherwise you would have a fake price. Why do many on here still not get the fact the sp has to fall by the divi amount on ex divi day, It is just common sense.
Dan, a few weeks ago i was telling you things were doing very well, that was until we were told interest rates are less likely to drop for a while, ever since most of the share prices have been dropping every day, and i can't see them rising again until we get news that interest rates will drop, also it's less appealing to invest in shares when you can get risk free interest
"An investment in vod at current price would return an income of 5.7% in 4 months time" But the share price will drop by that amount on ex divi day. I am very possitive about vod, but L.S.I. is just talking rubbish. I hope the sp will rise, but it may not. Please stop talking nonsense, because you are just feeding the negative posts on here. Rob's investment will not fall, because it does not have an ex divi day.
"An investment in Vodafone at the current price would produce an income of about 5.7%, payable in less than 4 months time"
Sadly, if past performance is anything to go by, the share price will just drop by the amount the divi pays out and you are no better off. Fingers crossed the results in May will signal a corner having been turned.
Rob
'' i'm getting 4.5% in my nationwide isa''
in a year.
An investment in Vodafone at the current price would produce an income of about 5.7%, payable in less than 4 months time